Documentation | User Guide

Documentation | User Guide

Assign activities to a role

This part of the guide explains how to add an activity to a role.

Step 1 - Go to the page List of Roles

  1. Go to the Administration module;
  2. Choose the User Management option;
  3. Click the Roles menu. This action opens the List of Roles page (509:2001);

Step 2 - Add activities to a role

  1. Go to the Roles section;
  2. Find the role for which you want to add a role to;
  3. Check the box of the Role subject to the request (the line becomes grey);
  4. Go to the Activities section;
  5. Click the Assign Activities button. This action opens the Activities popup window;
  6. Find the activity to display;
  7. Fill out the required fields (identified by a red asterisk *). For example, Start Date, etc.;
  8. Use the direction arrow to display the activities;
  9. Choose the activity to add to the role (the line becomes grey). This action displays the activity in the right section;
  10. Click the Save button. This action confirms the addition of the new activity and updates the List of Roles page (509:2001).